Why Choose This Strategy?

  • To be part of a core equity allocation that provides diversified exposure to U.S. equities within a defined risk budget.
  • To help improve the overall sustainability profile of a portfolio and alignment with the transition to a low carbon economy.
  • To contribute to climate change mitigation by investing in companies developing low carbon and carbon efficient solutions.
  • To benefit from Mirova’s financial and ESG expertise.

Investment Strategy

  • A well-diversified core US equity portfolio of 120-130 stocks aiming to have a high positive climate impact (through the reduction in induced carbon emissions and increase in saved carbon emissions compared to the S&P 500®) while outperforming the S&P 500® within a defined risk budget.
  • The managers implement a proprietary quantitative, rules-based approach in constructing the portfolio, integrating considerations such as risk characteristics relative to the S&P 500®, ESG criteria, fundamental views on “climate stocks” and the team’s risk factor views.
  • The team actively manages a portion of the portfolio invested in “climate stocks” which increase exposure to green assets through stock picking with strong fundamentals and financial quality.
  • Leverages Mirova’s in-house sustainability research and its highly innovative carbon footprint methodology integrating life cycle impacts and avoided emissions.



Aims to outperform the S&P 500® Index within a defined risk budget by targeting exposure to companies providing low carbon and carbon efficient solutions.



  Joined the Firm Began Investment Career
David Belloc Photo

David Belloc, CFA®

Portfolio Manager

Full Bio

2006 2000
Anna Vaananen Photo

Anna Vaananen

Senior Portfolio Manager

Full Bio

2020 1997

Sales & Support

For Financial Professionals

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